🏦LTB
SIE: Account Types
SIE practice questionmediumTenants in Common

In a tenants in common (TIC) account, which statement is TRUE?

  1. AUpon death, a tenant's share passes to the surviving tenants
  2. BEach tenant may own different percentages, and upon death their share passes to their estate✓ Correct answer
  3. CEach tenant must own an equal share of the account
  4. DThe account can only have two owners
Explanation

Why BEach tenant may own different percentages, and upon death their share passes to their estate

In a tenants in common account, each owner may hold different percentages of the account (e.g., 60/40 or 50/25/25). When a tenant dies, their share does NOT pass to the surviving tenants — instead it goes to the deceased's estate or heirs as directed by their will. This is a key difference from JTWROS accounts. There is no limit on the number of tenants (D), and shares do not need to be equal (A).

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